§ 13F · FUND PROFILE
LINCOLN NATIONAL CORP.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $3.5B (13F)Positions · 20Turnover · — · Q1Filed · May 4, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
No new positions
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 4, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | VUG | VANGUARD INDEX FDS | 719K | $314M | 9.1% | +8% |
| 2 | BSV | VANGUARD BD INDEX FDS | 3.90M | $306M | 8.9% | +1% |
| 3 | VTV | VANGUARD INDEX FDS | 1.40M | $275M | 7.9% | −6% |
| 4 | VTI | VANGUARD INDEX FDS | 827K | $265M | 7.7% | +1% |
| 5 | VEU | VANGUARD INTL EQUITY INDEX F | 3.32M | $249M | 7.2% | −2% |
| 6 | SCHP | SCHWAB STRATEGIC TR | 8.91M | $237M | 6.9% | +180% |
| 7 | VOO | VANGUARD INDEX FDS | 386K | $231M | 6.7% | +1% |
| 8 | BNDX | VANGUARD CHARLOTTE FDS | 4.71M | $226M | 6.5% | +2% |
| 9 | BLV | VANGUARD BD INDEX FDS | 2.63M | $181M | 5.2% | +3% |
| 10 | VMBS | VANGUARD SCOTTSDALE FDS | 3.79M | $178M | 5.2% | +1% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE LINCOLN SIGNAL
AC read
LINCOLN NATIONAL CORP is a Other fund managing $3.5 billion in assets. The fund runs a focused portfolio of just 20 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed